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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,376 | $154,228-51.1% | $145,433-48.2% | $137,256-45.1% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 16.40% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $4,822 | $4,804+0.4% | $4,554+5.9% | $4,156+16.0% |
| Participant deferral / active EE | $2,062 | $8,216-74.9% | $7,897-73.9% | $6,407-67.8% |
| Admin fee / account holder | $953 | $14,344-93.4% | $13,129-92.7% | $12,270-92.2% |